Increase in Fund Restructuring

Increase in Fund Restructuring Many private equity funds formed during the “golden era”, prior to 2007, are approaching the contractual end of their initial expected investment horizons, which has created liquidity needs within such funds. To address this need, fund managers have elected to either restructure existing funds by extending…
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Houlihan Capital Provides Quarterly Updates Q4 2016

Aerospace, Defense & Government Asset Management Banking Building Products Business Development Companies Business Services Consumer Products Containers, Packaging and Paper Products Financial Services Food & Beverages Healthcare Hotels, Restaurant, and Leisure Insurance Internet Retail Media and Entertainment Oil and Gas Power and Utilities Retail Steel Telecommunications Transportation and Logistics If…
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Quality Disclosures, Transparency & Valuations Matter

Recently, Calvert Investment Management agreed to settle charges brought against them by the SEC that stemmed from the improper valuation of an illiquid bond held in numerous Calvert mutual funds from 2008 to 2011. The valuation led to overstated net asset values, which in turn caused inaccurate performance numbers and…
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Thinking About Selling Your Business? 4 Considerations.

Thinking About Selling Your Business? 4 Considerations. It has been a tough couple of years for many business owners seeking to sell. Struggling with tepid or flat sales growth while confronting low inflation and the desire to increase wages, the window of opportunity was barely cracked open. But the outlook…
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Valuation Rules Have Changed

Valuation Rules Have Changed. This past April, the SEC’s rule changes in connection with unlisted Real Estate Investment Trusts (REITS) and Direct Participation Programs (DPPs) became effective. FINRA RN 15-02, which amends National Association of Securities Dealer Rule 2340 (Customer Account Statements) and FINRA Rule 2310 (Direct Participation Programs), promotes…
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